Overview

1. Unlock powerful data visualization within Siro such as the one below, and helps us recommend better coaching experiences to reps on your team based on the effectiveness of the recordings and reps we’re recommending.
2. Enrich your customer data with custom summaries and Siro recordings. Get full accountability and automated transparency in the field.

How does it work?

Our system matches Opportunities, Accounts, and Users in your CRM to Recordings in Siro using an algorithm based on similarity in geographical position, time, user, and disposition.

How to Integrate:

We recommend you create Siro Users with our Core Users API (link), linking them to users in your system by passing in an externalId on request matching the unique identifier of the user in your system. From there, you can send sync opportunities via the PUT /api-externalApi/v1/integrations/sync/opportunities endpoint documented below. Resources are upserted by the unique combination of your organizationId and the externalId that you pass in. In order to accommodate systems which don’t have the concept of a customer account, we let you treat the account optionally as a separate entity with its own id or as a set of extra fields associated to the opportunity.

• If an account belongs to an opportunity already in our system and you don’t pass in an externalId when calling the sync endpoint, our system will update that account automatically instead of creating a new one.
• If an account does not belong to that opportunity when you call the PUT sync endpoint with account information, our system will create the new account.

You can update opportunities by sending events to our system when important fields change on the relevant opportunity, account, or user(s) associated to the account.

Pagination

Currently only a page size of 25 is supported.

Model Definitions

Account: Contains the geographical coordinates of the customer Opportunity: The deal. Represents the sale attempt. User: The sales rep working on the deal.

Endpoints

POST Accounts:

Creates a new account with the specified details. IMPORTANT: either the addresses or the latitude/longitude field must contain valid data for the account’s related opportunity to be linked to a recording in Siro.

Body fields:

• externalId: String (required) - The unique id of the resource in your CRM system. Multiple resources cannot have the same externalId within the same organization.